Action Point Financial Planning’s Lakeland Financial Corp LKFN Stock Holding History

Action Point Financial Planning’s Portfolio LKFN Stock Details LKFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309	Buy	+5	New	+$301	﹤0.01%	2679

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Action Point Financial Planning's LKFN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 5 shares worth $309. The stake represents ﹤0.01% of the portfolio and ranks #2679 among its holdings.

254 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Action Point Financial Planning held 5 shares of Lakeland Financial Corp worth $309 as of Q2 2026.
Lakeland Financial Corp was a new Action Point Financial Planning position in Q2 2026.
Lakeland Financial Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2679 holding.
254 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.